TFA

Toth Financial Advisory Portfolio holdings

AUM $926M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
+17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.09M
3
+$1.49M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.32M
5
MIDU icon
Direxion Daily Mid Cap Bull 3X Shares
MIDU
+$1.26M

Top Sells

1
+$1.65M
2
+$1.27M
3
+$1.26M
4
AMD icon
Advanced Micro Devices
AMD
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.09M

Sector Composition

1 Healthcare 16.5%
2 Technology 13.03%
3 Consumer Staples 13.01%
4 Financials 7.37%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.02%
3,674
-756
227
$109K 0.02%
2,000
-725
228
$109K 0.02%
1,280
+500
229
$109K 0.02%
3,906
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230
$105K 0.02%
500
231
$104K 0.02%
+1,075
232
$99K 0.02%
437
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233
$92K 0.01%
810
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234
$91K 0.01%
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235
$90K 0.01%
1,590
236
$90K 0.01%
452
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237
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409
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238
$89K 0.01%
2,150
-11,500
239
$88K 0.01%
2,000
240
$88K 0.01%
1,445
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241
$87K 0.01%
1,703
242
$87K 0.01%
900
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243
$85K 0.01%
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244
$84K 0.01%
100
245
$82K 0.01%
400
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246
$82K 0.01%
758
247
$82K 0.01%
485
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248
$81K 0.01%
225
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249
$80K 0.01%
2,800
-21,500
250
$79K 0.01%
1,722
+1,152
8 9
10
11 12